01. About Us

Latitude Wealth Management is a wealth management boutique based in Honolulu, Hawaii. We offer investment advice and financial planning to individuals and small businesses that focus on wealth creation, protection and legacy strategies.

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02. Our Mission

We do our best to provide the highest quality investment and insurance advice, comprehensive financial planning, and services that will exceed your expectations. We strive to be our client’s trusted advisor.

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03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Investment Planning

Through on-going, active, professional management, we aim to help create and preserve your wealth to help you reach your financial goals.
 

Insurance Planning

Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. We will review and advise you on your asset protection needs to include long-term care, life, disability & cancer insurance.
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Meet Our Team

Our team has a passion for helping people. Let our team become YOUR TEAM!

Meet Our Team

We offer personalized hands-on service to help manage your financial life-style, as well as other issues that are critical to your financial well-being.

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Blogs

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Evans Taylor |
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...
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A Quick Primer on Trusts

Evans Taylor |
A trust is simply a legal document that acts as a container to hold or own property, cash, securities, or other items of value.

5 Smart Ways to Use Your Tax Refund in 2025

Evans Taylor |
Categories
Investments
Finance
Tax Planning
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund will top $3,170. 1 That means a lot of folks are suddenly asking the same question: What should I do with it? Splurge? Save? Invest? The good news: there’s no one-size-fits-all answer. But there are a few options that tend to deliver more peace of mind and long-term upside. Here are five smart...